See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,289 | $309,303-60.1% | $123,2890% | $309,303-60.1% |
| Participation rate | 100.0% | 96.2%+3.8pp | 50.0%+50.0pp | 96.2%+3.8pp |
| Annual return | 6.89% | 6.50%+0.4pp | 9.62%-2.7pp | 6.50%+0.4pp |
| Employer contribution / active EE | $0 | $25,613-100.0% | $19,421-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $856-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | - | $31,748-100.0% |